401(k) Plans

19,297 topics in this forum

1. Targeted QNEC's for 2008 Failed ADP Test

   By msmith, January 30, 2009
   • 2 replies
   • 2k views
   • 
   • MWeddell
   • February 2, 2009

2. ACP Test and Match over plan limit

   By Guest george821, January 29, 2009
   • 4 replies
   • 2k views
   • 
   • Guest
   • February 1, 2009

3. SHNE failed ACP Test

   By pixmax, January 30, 2009
   • 2 replies
   • 1.6k views
   • 
   • Jim Chad
   • January 31, 2009

4. Spousal rollover of loan due to death distribution

   By FundeK, January 30, 2009
   • 6 replies
   • 2.8k views
   • 
   • Kevin C
   • January 30, 2009

5. non profit 401(k)

   By Lori H, January 27, 2009
   • 22 replies
   • 3.3k views
   • 
   • Guest
   • January 30, 2009

6. 415 Limits and Controlled Groups

   By Alex Daisy, January 23, 2009
   • 5 replies
   • 3.9k views
   • 
   • BeckyMiller
   • January 29, 2009

7. Blackout Notice not delivered timely

   By Guest Twinky, January 24, 2009
   • 4 replies
   • 2.2k views
   • 
   • Guest
   • January 29, 2009

8. Calculate an EBRA for a participant over Plan's Normal Retirement Age

   By Alex Daisy, January 26, 2009
   • 8 replies
   • 1.8k views
   • 
   • Tom Poje
   • January 29, 2009

9. Cross testing - ineligible

   By pixmax, January 27, 2009
   • 4 replies
   • 1.2k views
   • 
   • BG5150
   • January 28, 2009

10. Employer Match - Last Day Rule

    By Alex Daisy, January 21, 2009
    • 10 replies
    • 3.5k views
    • 
    • PLAN MAN
    • January 27, 2009

11. Cycle C Deadline

    By IRA, January 27, 2009
    • 2 replies
    • 986 views
    • 
    • IRA
    • January 27, 2009

12. DOL Participant Disclosure Regs on Hold - What to do?

    By Guest pensionadmin, January 27, 2009
    • 1 reply
    • 919 views
    • 
    • John Feldt ERPA CPC QPA
    • January 27, 2009

13. Safe Harbor and the Top Heavy free pass

    By Guest EPS2, January 24, 2009
    • 11 replies
    • 2.5k views
    • 
    • Kevin C
    • January 27, 2009

14. What happens if not covered by ERISA bond?

    By BG5150, January 16, 2009
    • 14 replies
    • 21.4k views
    • 
    • Lori H
    • January 27, 2009

15. We have both 401K & 403B

    By Guest AHECofaguy, January 26, 2009
    • 1 reply
    • 1.2k views
    • 
    • Tom Poje
    • January 27, 2009

16. "Compensation" excludes bonuses

    By Guest Mr. Kite, January 26, 2009
    • 4 replies
    • 1.7k views
    • 
    • rcline46
    • January 27, 2009

17. Failed coverage test for numerous years

    By Guest SWH, January 2, 2009
    • 11 replies
    • 1.8k views
    • 
    • Guest
    • January 26, 2009

18. Auto Enrollment with annual 1% increases

    By Guest M. Martin, January 22, 2009
    • 6 replies
    • 2.5k views
    • 
    • J Simmons
    • January 24, 2009

19. Disability Payments as W2 Compensation

    By Guest SWH, January 22, 2009
    • 5 replies
    • 2.6k views
    • 
    • QDROphile
    • January 23, 2009

20. Calculating Maximum Deductible for Partnership

    By Guest retirementadm, January 22, 2009
    • 1 reply
    • 1.3k views
    • 
    • SheilaD
    • January 22, 2009

21. Catch Up Contributions & Avg Benefit % Test

    By flosfur, December 24, 2008
    • 5 replies
    • 2.4k views
    • 
    • MWeddell
    • January 22, 2009

22. 2008 ADP TEST

    By Guest Big Al, January 5, 2009
    • 7 replies
    • 1.8k views
    • 
    • Guest
    • January 21, 2009

23. Short Plan Year

    By jkdoll2, January 15, 2009
    • 6 replies
    • 1.7k views
    • 
    • Guest
    • January 21, 2009

24. 401(k) Deferral on Net or Gross Compensation?

    By Alex Daisy, January 15, 2009
    • 3 replies
    • 3.3k views
    • 
    • 401king
    • January 21, 2009

25. ACP fails, what about Catch-Up matches?

    By Guest m.n.ouellette, January 15, 2009
    • 17 replies
    • 4k views
    • 
    • BG5150
    • January 21, 2009

26. Safe Harbor 401(k) with New Comparability feature

    By Guest EPS2, January 21, 2009
    • 2 replies
    • 1.9k views
    • 
    • Tom Poje
    • January 21, 2009

27. EPCRS and Matching Contributions

    By Guest ccl, January 20, 2009
    • 1 reply
    • 1k views
    • 
    • jpod
    • January 20, 2009

28. Processed Deferrals Early.

    By Below Ground, January 19, 2009
    • 5 replies
    • 1.4k views
    • 
    • Below Ground
    • January 20, 2009

29. Excess Deferral Correction

    By Alex Daisy, January 16, 2009
    • 2 replies
    • 1.8k views
    • 
    • Guest
    • January 18, 2009

30. Automatic enrollment guide from DOL and IRS

    By Tom Poje, January 16, 2009
    • 1 reply
    • 1.4k views
    • 
    • J Simmons
    • January 17, 2009

31. Correction to failed 414s

    By pixmax, January 14, 2009
    • 9 replies
    • 11.9k views
    • 
    • Guest
    • January 16, 2009

32. 2009 Waived MRDs

    By DTH, January 16, 2009
    • 1 reply
    • 1k views
    • 
    • J Simmons
    • January 16, 2009

33. New plan member - didn't want to defer

    By fiona1, January 16, 2009
    • 1 reply
    • 921 views
    • 
    • QDROphile
    • January 16, 2009

34. 401(k) Rollover Question

    By Guest Benmark, January 15, 2009
    • 5 replies
    • 1.4k views
    • 
    • Bird
    • January 16, 2009

35. Loan Repayments

    By Guest SRH, January 16, 2009
    • 3 replies
    • 1.3k views
    • 
    • Belgarath
    • January 16, 2009

36. what do you do if DOL orders employer to pay overtime

    By k man, January 15, 2009
    • 3 replies
    • 1.2k views
    • 
    • david rigby
    • January 16, 2009

37. Suspension of 2008 Safe Harbor 3% Requirement

    By Guest Ted Kowalchuk, CFP, CFS,, January 8, 2009
    • 5 replies
    • 1.2k views
    • 
    • Guest
    • January 16, 2009

38. 2008 1099R to Correct 2006 1099R

    By Guest CTB, January 15, 2009
    • 1 reply
    • 979 views
    • 
    • Guest
    • January 16, 2009

39. Key + safe harbor match

    By Guest dhall, January 15, 2009
    • 3 replies
    • 979 views
    • 
    • Tom Poje
    • January 15, 2009

40. Lost Beneficiary

    By Guest ccl, January 14, 2009
    • 2 replies
    • 1.5k views
    • 
    • Guest
    • January 15, 2009

41. Employer limits HCE contributoins

    By BG5150, January 14, 2009
    • 4 replies
    • 1.5k views
    • 
    • Guest
    • January 15, 2009

42. Gap Earnings

    By Guest jvandyke, January 14, 2009
    • 5 replies
    • 5.3k views
    • 
    • fiona1
    • January 14, 2009

43. Suspending or Amending to remove Safe Harbor

    By Guest Twinky, December 29, 2008
    • 6 replies
    • 6.1k views
    • 
    • Guest
    • January 14, 2009

44. Compensation

    By MBCarey, January 14, 2009
    • 1 reply
    • 1.1k views
    • 
    • Kevin C
    • January 14, 2009

45. Loan fees in Amortization Schedule

    By Alex Daisy, January 12, 2009
    • 5 replies
    • 2.7k views
    • 
    • jpod
    • January 14, 2009

46. EGTRRA Amendment timelines

    By Guest money40, December 31, 2008
    • 4 replies
    • 1.5k views
    • 
    • Peanut Butter Man
    • January 14, 2009

47. Compensation Testing

    By Guest phy401k, January 13, 2009
    • 3 replies
    • 1.6k views
    • 
    • John Feldt ERPA CPC QPA
    • January 13, 2009

48. Same Desk Rule

    By Guest MonicaS, January 9, 2009
    • 4 replies
    • 6.2k views
    • 
    • Kevin C
    • January 13, 2009

49. Where can I find teh preambles to the regs

    By BG5150, December 31, 2008
    • 3 replies
    • 1.3k views
    • 
    • Guest
    • January 12, 2009

50. Real Estate in a Custodial Account under a Profit Sharing Plan

    By Guest San Diego Benefits Guy, January 10, 2009
    • 4 replies
    • 2k views
    • 
    • Guest
    • January 10, 2009